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Kyle Howard Attarian

Plancorp, LLC

Saint Louis, MO

Franklin, TN

CRD 4979901

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Employer firm

Plancorp, LLC CRD 106599

$10.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Plancorp, Llc

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2018-06-28
LA RA APPROVED 2017-04-13
TX RA APPROVED 2016-02-24
MO RA APPROVED 2009-11-18
  • TN RA
    APPROVED
    Since 2018-06-28
  • LA RA
    APPROVED
    Since 2017-04-13
  • TX RA
    APPROVED
    Since 2016-02-24
  • MO RA
    APPROVED
    Since 2009-11-18

Branch Locations

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

Franklin, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plancorp Llc (Fka Plancorp, Inc) St. Louis MO 09/2009 Present
  • 09/2009 → Present
    Plancorp Llc (Fka Plancorp, Inc)
    St. Louis, MO
Previous Registrations
  • 2006-08-28 → 2009-08-24
    Morgan Keegan & Company, Llc
    Memphis, TN
    Memphis, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-25
  • S66 Uniform Combined State Law Examination
    2006-08-25
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

&PARTNERS
CETERA INVESTMENT ADVISERS LLC
CLARIS ADVISORS, LLC

Nearby Investors

James Edward Phelps
JASON TSCHUDY
JOANN MICHELLE JOLLY

Nearby Offices

&PARTNERS · Saint Louis, MO
CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO
CLARIS ADVISORS, LLC · ST. LOUIS, MO

More in Saint Louis, MO

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